Number of Shares
10,532.00
Current Holdings Value*
$6.51 Mil
% of Portfolio
8.76%
Total Estimate Gain
$1.64 Mil
% of Total Estimate Gain
30.58%

LOCKERMAN FINANCIAL GROUP, INC.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-06-30, LOCKERMAN FINANCIAL GROUP, INC. held 10,532.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $6.51 Mil. This investment constitutes 8.76% of their stock portfolio, and LOCKERMAN FINANCIAL GROUP, INC. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2021Q4. And since then LOCKERMAN FINANCIAL GROUP, INC. has made 9 purchases of SPY, at an average price of $476.35, for a total of 11,242.00 shares. In addition, there have been 3 sales at an average price of $539.27 for 710.00 shares. Based on historical transaction data and SPY's current price of $627.58, LOCKERMAN FINANCIAL GROUP, INC.'s estimated gain on his SPY holdings is $1.64 Mil, reflecting a 30.58% gain to date.

LOCKERMAN FINANCIAL GROUP, INC. SPY ($627.58) Holding Chart

LOCKERMAN FINANCIAL GROUP, INC. SPY ($627.58) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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